Managers of Wealth

AFH Wealth Management nets £250M debt refinancing from Ares

Sources said that the AFH has nearly doubled its EBITDA since the take-private, and the repricing highlights strong support from Ares as the business continues to expand.

Sarah-Louise Mason shortlisted in Citywealth's Future Leaders Awards 2025

In its eleventh year, the Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow.

Private Wealth Network Returns to New York

This week, we hosted the second event for our Private Wealth Network, a series led by Philip Pirecki, Jersey Finance’s Lead in the Americas.

BBH: Institutional investors and wealth advisors feel the need to 'catch up'

BBH surveyed 500 global institutional investors and found that most are planning to boost their allocations to private markets broadly in the next two years.

Rising technology demand in HK and Singapore wealth hubs

Individual investors in the two cities are turning to digital wealth management, according to an Allfunds/Quinlan study.

Blackstone's Solotar: Combining public/private still 'clunky' for wealth buyers

Joan Solotar says it's not as easy as it seems for wealth firms to weave together public and private assets, and that’s where the alts giant sees a new opportunity.

Investors turn to active management amid heightened geopolitical volatility: Schroders Global Investor Insights Survey

These findings follow significant market volatility earlier this year, largely triggered by the US Government’s decision to introduce wide-ranging trade tariffs.

Regions Wealth Management Receives Two Top Industry Awards

Global Private Banker honors Regions with Best Trust Services by a Private Bank and Best Wealth Planning Execution at the Global Private Banking Innovation Awards 2025.

Three-pronged approach guides Niven’s £4bn multi-asset team through tariffs

Being nimble, regularly rebalancing risk and staying on top of sustainability have helped Citywire AA-rated Paul Niven and the Columbia Threadneedle UMAP team navigate Trump's 'Liberation Day'.

Predicting the flame: how AI is reshaping our response to wildfires

Though a natural feature of many ecosystems, the frequency, scale, and impact of wildfires are intensifying.

Nine Wealth Management achieves CISI Chartered Firm™ status

CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.

From haute cuisine to wealth wisdom: Inside DBS Bank’s new vision for private banking

For the bank’s Carol Wu, the future of wealth management is as much about curating experiences as it is about crunching numbers

Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum

The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.

Baloise Swiss Property Fund: Issue conditions of the planned capital increase 2025

The capital increase is intended to generate additional funds to be used to acquire a real estate portfolio of up to eleven properties for a purchase price of up to CHF 209.6 million.

Asset Managers Seek Recipe for Further Growth

The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.

Siebert invests in wealth management platform FusionIQ

The alliance will integrate FusionIQ's technology into Siebert, aiming to improve its digital services and investment workflows.

Welsh SJP partner firm gains Chartered Firm status

Nine Wealth Management is a partner firm with St James’s Place and specialises in working with senior corporate executives.

Banco Sabadell consolidates its private banking model and obtains turnover of more than 66 billion euros

Customer satisfaction levels are at an all-time high thanks to the close support offered and confidence instilled by the bankers

Liontrust enhances trading operations through strategic collaboration with BNY

Liontrust’s UK-based traders to join BNY’s Buy-Side Trading Solutions team

Praxis celebrates future leaders named in 2025 eprivateclient NextGen Leaders list

The annual list highlights exceptional individuals with fewer than 15 years’ experience

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Wealth and Asset Management